Commonwealth Financial Planners Inc.

Commonwealth Financial Planners Inc. (CRD# 106831) is a financial advisory firm headquartered in Roswell, GA. They manage $185,382,806 in 301 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $615,890
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Commonwealth Financial Planners Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael P. Agurkis
CRD#: 4969895
1033 Canton Street, Roswell, GA 30075

Michael Agurkis (CRD# 4969895) is an Investment Advisor Representative working at Commonwealth Financial Planners Inc. in Roswell, GA and has over 15 years of experience in the finance industry. Michael Agurkis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kelly M. Graff
CRD#: 6180823
1033 Canton Street, Roswell, GA 30075

Kelly Graff (CRD# 6180823) is an Investment Advisor Representative working at Commonwealth Financial Planners Inc. in Roswell, GA and has 1 year of experience in the finance industry. Kelly Graff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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